This week, we carried out 11 new trades — 4 buys and 7 sells.
Whether you’re an investor or just interested in the stock market, our weekly Momentum Ranking report based on Andreas Clenow’s book Stocks on the Move is a must-read! Click here to access the latest data for week 28 and stay up-to-date on the top performers.
It was an interesting week in the markets with the S&P 500 remaining above its 200-day moving average for 63 days. This consistency allows us to consider adding new positions, and despite a turbulent time for tech and semis, we remain largely invested with a cash share of 6.9%. The current conditions have meant dealing with a tough climate, but hey, that’s investing for you.
This week, we initiated positions in BRKR, FTNT, HIMS, and UNH. BRKR, a key player in the healthcare tech industry, has joined our portfolio. Similarly, FTNT, a cybersecurity leader, and HIMS, known for its telehealth services, have earned spots as well. We’ve also welcomed UNH, a prominent player in health insurance. On the flip side, several stocks, including CIEN, KEYS, SITM, SNDK, STRL, TTMI, and VRT, have been sold to maintain discipline in line with our momentum strategy, as outlined by Andreas Clenow in “Stocks On The Move.” While we had to close some positions this week, we’re holding onto stocks like STX and WDC as their sell criteria haven’t been met yet. We also made adjustments by reducing our holdings in PWR and SNX.
Technology remains the leading sector in our portfolio, continuing its significant role in our investment strategy. Notable names in this space include MRVL, INTC, and AMD. Meanwhile, our top holdings comprise UNH, HUM, and a portion reserved in cash. This week, HUM outperformed with a 4.7% gain, while COHR struggled, falling 17.6%. Despite the overall portfolio’s weekly return at -6.91%, it’s important to note that the S&P 500 (SPY) experienced a positive return of 1.85%. Our model currently favors stocks like MRVL, INTC, and AMD, although they haven’t made it into the portfolio just yet.
Feel free to share your thoughts on this week’s moves in the comments below. It’s always great to hear different perspectives on our journey through the market waters.
This week’s transactions:
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Sold:
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Bought:
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Rebalanced / added:
- No positions were added to in this week!
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Rebalanced / reduced:
Index Distribution:
Our portfolio is currently dominated by stocks from the S&P 500 index.
Current portfolio allocation:
Currently, the Technology sector is the main player in our portfolio.
Weekly sector distribution:
Current portfolio (@finviz):
| Symbol | Name | Index | Sector | MC | Dist to 52w High | pct |
|---|---|---|---|---|---|---|
| UNH | Unitedhealth Group Inc | S&P 500 | Healthcare | 384.43B | -1.60% | 0.081 |
| HUM | Humana Inc | S&P 500 | Healthcare | 47.12B | -5.43% | 0.072 |
| cash | Cash | Cash | Cash | – | - | 0.069 |
| CNC | Centene Corp | S&P 500 | Healthcare | 32.87B | -3.94% | 0.064 |
| ATI | ATI Inc | S&P 400 | Industrials | 24.66B | -12.00% | 0.058 |
| FTNT | Fortinet Inc | S&P 500 | Technology | 115.38B | -3.72% | 0.057 |
| BRKR | Bruker Corp | S&P 400 | Healthcare | 8.91B | -9.36% | 0.047 |
| NVT | nVent Electric plc | S&P 400 | Industrials | 24.09B | -19.31% | 0.047 |
| MTZ | Mastec Inc | S&P 400 | Industrials | 28.43B | -18.50% | 0.045 |
| FIX | Comfort Systems USA Inc | S&P 500 | Consumer Cyclical | 58.81B | -19.45% | 0.038 |
| AMAT | Applied Materials Inc | S&P 500 | Technology | 428.08B | -27.11% | 0.038 |
| MKSI | MKS Inc | S&P 400 | Technology | 22.92B | -24.18% | 0.035 |
| HPE | Hewlett Packard Enterprise Co | S&P 500 | Technology | 57.46B | -32.47% | 0.035 |
| LRCX | Lam Research Corp | S&P 500 | Technology | 401.03B | -26.87% | 0.034 |
| FLEX | Flex Ltd | S&P 500 | Industrials | 47.14B | -22.89% | 0.033 |
| MTSI | MACOM Technology Solutions Holdings Inc | S&P 400 | Technology | 23.44B | -26.67% | 0.032 |
| PWR | Quanta Services Inc | S&P 500 | Industrials | 98.50B | -16.78% | 0.029 |
| DELL | Dell Technologies Inc | S&P 500 | Technology | 264.82B | -12.99% | 0.026 |
| GLW | Corning Inc | S&P 500 | Technology | 156.96B | -32.89% | 0.025 |
| HIMS | Hims & Hers Health Inc | S&P 400 | Healthcare | 8.56B | -47.50% | 0.023 |
| SNX | TD Synnex Corp | S&P 400 | Technology | 19.12B | -19.34% | 0.02 |
| INTC | Intel Corp | S&P 500 | Technology | 558.55B | -21.93% | 0.018 |
| COHR | Coherent Corp | S&P 500 | Healthcare | 61.75B | -28.26% | 0.018 |
| AMD | Advanced Micro Devices Inc | S&P 500 | Technology | 832.58B | -12.68% | 0.018 |
| DOCN | DigitalOcean Holdings Inc | S&P 400 | Technology | 14.49B | -25.97% | 0.017 |
| WDC | Western Digital Corp | S&P 500 | Technology | 180.82B | -34.42% | 0.012 |
| STX | Seagate Technology Holdings Plc | S&P 500 | Technology | 181.47B | -29.32% | 0.009 |
As always, more trades next week!
See also
- Trade Tuesday Momentum in Week 27: ON Exit, CIEN and TTMI Additions (27 / 2026)
- Trade Tuesday: Week 26 Sees ON, SITM Buys; CHRD Sold (26 / 2026)
- Week 25: Tech Stocks Soar as AMD and INTC Join Portfolio (25 / 2026)
- Week 24: New Additions HUM, NVT, PWR; Exits DOW, LITE (24 / 2026)
- DAR Gains & DELL Shines in Week 23 Momentum Strategy (23 / 2026)